Product case study - Realpad / Reporting

I stopped us from building a BI product.

Product case studyRealpad~15 min

Realpad needed better reporting.

The obvious answer was to give customers more BI tooling.

I wasn't convinced we understood the problem yet.

01 / Context

Reporting was becoming a product problem.

Realpad is a ~€2M ARR B2B SaaS platform used by real-estate developers across complex sales, financial, legal and construction-linked workflows.

As customers relied on Realpad for more of their operations, they increasingly needed to understand and report on the data inside it.

REALPAD

SalesFinanceLegalConstructionHandover
REALPAD
pipelinerevenuepaymentsinventorysales performance

The underlying system was complex before we even touched reporting.

02 / Hypothesis

"Let's give customers Metabase."

Let's give customers Metabase.

The initial product hypothesis
REALPAD DATA
METABASE
CUSTOMER
FlexibleFast to implementCustomers can answer anything

There was only one problem:

we hadn't established that customers wanted to become BI analysts.

Technical feasibility ≠ product validation

03 / Product call

Before building it, I pushed us back into discovery.

REALPAD DATA
METABASE
HOLD
CUSTOMER
  • Who actually needs reporting?
  • What decisions are they trying to make?
  • How do they solve this today?
  • Do they really want self-service BI?

04 / Discovery

"Reporting" turned out to mean three different things.

SMB

Smaller customers

  • Lives mostly inside Realpad
  • Excel is familiar
  • Little or no internal BI capacity
  • Wants common questions answered quickly

Core need

Give me the answer.

MID-MARKET

Mid-market

  • Multiple operational systems
  • Some reporting capability
  • Recurring custom requirements
  • Wants flexibility without maintaining BI infrastructure

Core need

Let me adapt the answer.

ENTERPRISE

Enterprise

  • Dedicated BI / data teams
  • Realpad is one data source among many
  • Existing Power BI / analytics stack
  • Sophisticated permissions and integrations

Core need

Give me the data.

There wasn't one reporting problem.

So there couldn't be one reporting product.

05 / Insight

Customers didn't want BI. They wanted outcomes.

  • We assumedCustomers want to build reports

    We learnedMost customers want answers

  • We assumedFlexibility creates value

    We learnedFlexibility also creates complexity

  • We assumedOne reporting experience

    We learnedDifferent analytics maturity

  • We assumedMore tooling

    We learnedMore cognitive load

The right abstraction wasn't "a BI tool."

06 / Decision

Don't build BI. Build the layer around it.

REALPAD DATA
DATA MODEL + PERMISSIONS
METABASEinfrastructure

STANDARD REPORTING

Common questions, opinionated defaults

CONFIGURABLE REPORTING

Additional flexibility where useful

DATA / ADVANCED

Support more sophisticated customer requirements

Metabase wasn't the product.

The product was deciding what reporting experience each customer actually needed.

07 / Delivery

Discovery changed what we built. Then we shipped it.

  1. Discovery
  2. Requirements
  3. Architecture
  4. Prototype
  5. Customer validation
  6. Embedded reporting
  7. Rollout
ScreenshotProduct UI - add later
ArchitectureDiagram - add later
Report exampleCustomer-facing view - add later

08 / Outcome

The best feature was the product we didn't build.

  • Avoided

    Building and maintaining our own BI product

  • Reused

    A mature analytics engine instead of recreating one

  • Standardised

    Common reporting needs into reusable product capabilities

  • Preserved

    Flexibility for customers with more advanced needs

[INSERT DEFENSIBLE METRIC / RESULT HERE]

09 / Reflection

The hard decision happened before the first ticket.

  1. Hypothesis
  2. Challenge
  3. Discovery
  4. Divergence
  5. Decision
  6. Delivery
  • Challenge the solution

    Not the person proposing it.

  • Create evidence

    When opinions are stronger than data.

  • Reduce complexity

    Before handing anything to engineering.

My job wasn't to choose Metabase.

It was to make sure we were solving the right problem before committing the company to a solution.

Why I chose this case

Technical possibility is only the beginning.

The technology is obviously different at Valka.

The product problem is familiar.

REALPAD

"We can give everyone BI."

Should we?

AI / RESEARCH PRODUCTS

"The model can now do X."

Should X become a product?

I want to work exactly at that boundary.

Between what technology can do and what the business and user actually need.